Create or Modify a Group

To create or modify a group, use the following procedures.

Note: You can select a user profile to serve as the default profile for members of a group. If a user is a member of the group and has a user profile of Default, then that user inherits the default profile of the group. If a user profile is selected for a user, the default profile for the group is disregarded by that user.

Create a Group

To create a group, use Access Control .

1. In the Access Control Tree, click the folder in which you want to create the new group, and then in the ribbon click Home > Group.
2. In the Create Group dialog box, enter a group Name. Group names are case sensitive.
   Characters permitted in names

   The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Loftware Enterprise SP interprets a name. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

3. Optionally, enter a Description of the group.
4. For Default Profile, select a profile to be applied to any user who is a member of the group and whose profile is set to Default.
5. Click Save.

Modify the Group Information

To configure information about a group, do the following.

1. In Access Control  , click an existing group.
2. In the ribbon, click Home > Edit.
3. In the Edit Group dialog box, make any changes needed. Group names are case sensitive.
   Characters permitted in names

   The following characters are permitted in the name: letters, numbers, parentheses, square brackets, ampersands, plus signs, commas, semi-colons, and tildes. Additionally, the following characters are permitted but cannot begin or end the name: spaces, double quotation marks, single quotation marks, hyphens, underscores, periods, and grave accents. For letters, the case that you specify is displayed, but case is ignored when Loftware Enterprise SP interprets a name. If you will be installing the Loftware Enterprise SP application on a computer running Windows Server, and transferring data between Loftware Enterprise SP instances, see the "Transferring Data in a Compressed File" section of the Loftware Enterprise SP Data Transfer Guide.

4. Click Save.

Manage Access to a Group

To control who can do what to a group, do the following.

1. In Access Control  , click the group you want to manage access to.
2. Define the permissions in the Default Permissions panel.
   • To grant a permission, click once to change it to granted .
   • To deny a permission, click twice to change it to denied .
   • To inherit the default permission from the folder containing this object, clear the check box to change the permission to inherited .

   Tip: You can double-click a row or column header to grant, deny, or clear permissions in that entire row or column.

3. Configure any exceptions to the default permissions.
   1. In the Group Permissions or User Permissions panel, click Add .
   2. In the Add Group or Add User dialog box, select a group or user, and then click OK.
   3. In the Group Permissions or User Permissions panel, click the group or user name to expand the permissions table for that group or user.
   4. Define the exception's permissions as in step 2.
4. Click File > Save or Save .

Assign Roles to a Group

To assign roles to a group, use the Roles dialog box.

1. In Access Control  , click an existing group or create a new group.
2. In the ribbon, click Home > Role.
3. In the Roles dialog box, click Add next to Role Membership.

   Note: You can assign existing roles to a group in the Groups dialog box for the role or in the Roles dialog box for the group, whichever is convenient. Both will show that the role is assigned to the group.

4. In the Add Role dialog box, select a role and then click OK.
5. Click Close.

Assign Users to the Group

To assign members to a group, use the Users dialog box.

1. In Access Control  , click an existing group or create a new group.
2. In the ribbon, click Home > User.
3. In the users dialog box, click Add next to User Membership.

   Note: You can assign existing users to a group in the Groups dialog box for the user or in the Users dialog box for the group, whichever is convenient. Both will show that the user is assigned to the group.

4. In the Add User dialog box, select a user and then click OK.
5. Click Close.